How to Initiate a Pulse survey in Profit.co?

Category: Performance

Profit.co provides an option to initiate a new pulse survey for the employees to conduct a survey.

Why this feature?

  • Pulse surveys enable organizations to gather valuable feedback from employees, promoting open communication and engagement within the workforce.
  • These surveys provide a user-friendly and efficient way for employees to share their opinions and insights, fostering a culture of continuous improvement and employee satisfaction.

Step 1

Before initiating a survey enable the Pulse Survey toggle by navigating to the Settings → General → Apps from the left navigation panel and enable the Survey toggle in the Employee Engagement section. 

Step 2

After that, you can access the survey app from the left menu.

Navigate to Survey → Manage Pulse Survey from the left navigation panel, Click on the  + New survey button to initiate a review.

Step 3

In the New Survey page, select the Template from the list, provide a Headline for the survey, and add a Description if you want to.

You can set the visibility when launching a survey, giving you better control over who can access survey results and dashboards.

Survey admins can choose between:

  • All Survey Admins – grants access to all survey admins
  • Specific Survey Admins – allows selection of specific admins for access

If you would like to keep your responses confidential, choose the required option from the dropdown.

  • No - Responses will be identifiable
  • Yes - Responses will be completely anonymous, with no identifying details collected
  • Yes - Responses will be anonymous, but department names will still be collected

Once done, click Create.

Step 4

Once you click create, you will be navigated to the Survey Builder page, where you can cross-check your survey questionnaire and edit if necessary using the Palette and the Inspector tab on the right side.

Step 5

Once you confirm the survey questionnaire you can go back to the survey page. Click on the name of the Survey that you Initiated. You will be directed to the Pulse Survey page, here click on the Email Survey button.

Step 6

On the Email Survey page, select the respondents and click Send. Here All Employees are selected.

Step 7

If you want to send the survey to selective employees click on the Custom list and select from the list and click Send.

Related Blog Post

To learn more about the process of completing a Pulse Survey, click here.

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